We are live on ! Find out more

374 hedge funds and large institutions have $2.27B invested in WD-40 in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 124 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $11.8M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

2% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 126

1% less funds holding

Funds holding: 379374 (-5)

3.36% less ownership

Funds ownership: 88.47%85.12% (-3.4%)

17% less capital invested

Capital invested by funds: $2.73B → $2.27B (-$455M)

Holders
374
Holders Change
-5
Holders Change %
-1.32%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
124
Reduced
126
Closed
46
Calls
$14.7M
Puts
$11.8M
Net Calls
+$2.94M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$392M -$24.6M -113,341 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$317M -$4.46M -20,570 -1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$109M -$2.34M -10,790 -2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$105M +$7M +32,333 +6%
State Street
5
State Street
Massachusetts
$103M -$1.04M -4,790 -0.9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$79.7M +$836K +3,859 +1%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$61.4M -$1.85M -8,545 -3%
Ameriprise
8
Ameriprise
Minnesota
$60.1M -$6.34M -29,272 -9%
Renaissance Technologies
9
Renaissance Technologies
New York
$56.4M +$1.58M +7,300 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$56.1M +$1.12M +5,173 +2%
GCM
11
Geneva Capital Management
Wisconsin
$52.2M +$181K +835 +0.3%
First Trust Advisors
12
First Trust Advisors
Illinois
$35.3M +$20.3M +93,502 +110%
Morgan Stanley
13
Morgan Stanley
New York
$35.2M -$2.61M -12,057 -6%
Northern Trust
14
Northern Trust
Illinois
$29.5M -$524K -2,420 -2%
Charles Schwab
15
Charles Schwab
California
$29.1M -$88.2K -407 -0.3%
Millennium Management
16
Millennium Management
New York
$29M -$17.8M -82,343 -36%
Invesco
17
Invesco
Georgia
$28.5M +$245K +1,131 +0.8%
Marshall Wace
18
Marshall Wace
United Kingdom
$28M +$9.41M +43,422 +44%
Two Sigma Investments
19
Two Sigma Investments
New York
$25.8M +$7.56M +34,888 +36%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$23.6M -$1.39M -6,431 -5%
GFM
21
GCQ Funds Management
Australia
$23.1M +$7.75M +35,788 +44%
Goldman Sachs
22
Goldman Sachs
New York
$16.3M +$3.98M +18,375 +29%
Raymond James Financial
23
Raymond James Financial
Florida
$15.1M -$744K -3,433 -4%
Jane Street
24
Jane Street
New York
$14.6M +$2.78M +12,842 +21%
Man Group
25
Man Group
United Kingdom
$14.1M +$4.93M +22,772 +47%

WDFC Hedge Fund Activity: Q3 2025 in Review

374 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q3 2025, worth a combined $2.27B — down 17% from $2.73B a quarter earlier.

Fund positioning in WDFC was balanced in Q3 2025: 46 funds opened new positions, 46 closed out, 124 added to existing stakes and 126 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $20.3M. The largest seller was Neuberger Berman Group, cutting an estimated $50.8M.

  • 374 institutional investors held WD-40 (WDFC) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $2.27B of WD-40 stock for Q3 2025, down 17% quarter-over-quarter.
  • 46 funds opened new WD-40 positions in Q3 2025 and 46 closed out, a net change of 0 holders.
  • The largest WD-40 buyer in Q3 2025 was First Trust Advisors, an estimated $20.3M added.
  • The largest WD-40 seller in Q3 2025 was Neuberger Berman Group, an estimated $50.8M sold.

Based on aggregated 13F filings for Q3 2025.